RFP Investments Writer, Sr. Associate

Full Time
New York, NY
Posted
Job description

Location Designation: Hybrid


When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.


As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.


New York Life Investments is seeking a fixed income RFP writer to join the Business Response Team. The individual in this position will support NYL Investments third party distribution efforts, including support of intermediary and institutional channels . The ideal candidate will have 7+ years of experience in the asset management industry, with a focus on fixed income products. This individual will be embedded within MacKay Shields, one of our affiliate boutiques, and will focus on execution of RFPs/ RFIs/DDQs for existing NYLI clients and prospective clients.


  • Ensure all RFPs and RFIs are completed in a timely, professional manner and are of institutional quality.
  • Adhere to industry standards and guidelines from a marketing perspective.
  • Work with subject matter experts and the investment teams to update and maintain a database of RFP answers on the firm and products.
  • Be fully knowledgeable of the company, strategies and services.


Requirements


  • Detail-oriented, energetic, and self-motivated team player who works well under pressure and has strong project management and interpersonal skills.
  • Must be resourceful and have an understanding of the institutional asset management business and of fixed income products.
  • Team player, agile to meet the business requirements and industry growth, and comfortable with technology tools to manage workload and priorities.
  • Knowledge of the capital markets, particularly fixed income, and high yield, as well as, the inner workings of institutional sales and marketing functions.
  • Detail-oriented, organized, highly proficient individual to work in our fast-paced, deadline-driven Business Response Team.
  • Proficiency in language arts, well-developed writing and proofing skills are essential.
  • Exceptional verbal and written communication skills
  • Ability to prioritize assignments so that all deadlines are met.


Desired Skills and Experience Qualifications/Key Skills


  • Bachelor’s Degree in Business, English, Communications or related field is required.
  • At least seven years of experience in an RFP role, asset management, or closely related financial services role is preferred.
  • Superior writing, editing and proofreading skills.
  • Client / Prospect centered approach to developing value propositions and tailoring new business proposals.
  • Ability to build strong, trusted relationships with sales and investment professionals.
  • Ability to work independently but also function as a key contributor to a small, collaborative team.
  • Excellent project and time management skills – managing multiple tasks simultaneously and delivering outstanding work products under tight deadlines.
  • Proficiency in MS Office tools required, knowledge of Qvidian preferred.


Salary range:
$80,000-$120,000

Overtime eligible: Exempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.


Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Requisition ID: 87257

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